Trillium Asset Management LLC Has $15.62 Million Stake in Marriott International, Inc. $MAR

Trillium Asset Management LLC reduced its position in shares of Marriott International, Inc. (NASDAQ:MAR) by 26.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 49,345 shares of the company’s stock after selling 17,614 shares during the period. Trillium Asset Management LLC’s holdings in Marriott International were worth $15,615,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Wealthspire Advisors LLC increased its position in Marriott International by 7.5% in the 4th quarter. Wealthspire Advisors LLC now owns 17,222 shares of the company’s stock valued at $5,343,000 after acquiring an additional 1,208 shares during the period. Quadrant Capital Group LLC increased its position in Marriott International by 0.5% in the 4th quarter. Quadrant Capital Group LLC now owns 16,011 shares of the company’s stock valued at $4,967,000 after acquiring an additional 81 shares during the period. Castleark Management LLC acquired a new position in Marriott International in the 4th quarter valued at approximately $7,514,000. CI Investments Inc. increased its position in Marriott International by 11.3% in the 4th quarter. CI Investments Inc. now owns 5,171 shares of the company’s stock valued at $1,604,000 after acquiring an additional 526 shares during the period. Finally, Fiduciary Group LLC increased its position in Marriott International by 7.1% in the 4th quarter. Fiduciary Group LLC now owns 17,219 shares of the company’s stock valued at $5,342,000 after acquiring an additional 1,145 shares during the period. 70.70% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several equities analysts have issued reports on the stock. Wells Fargo & Company upped their price target on shares of Marriott International to $446.00 and gave the company an “overweight” rating in a research report on Thursday, May 7th. JPMorgan Chase & Co. upped their target price on Marriott International from $356.00 to $383.00 and gave the company a “neutral” rating in a report on Tuesday, April 21st. Sanford C. Bernstein upped their target price on Marriott International from $400.00 to $402.00 and gave the company an “outperform” rating in a report on Friday, May 15th. Robert W. Baird reduced their target price on Marriott International from $388.00 to $386.00 and set a “neutral” rating on the stock in a report on Thursday, May 7th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Marriott International in a report on Monday, May 11th. Eight analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $382.07.

Insider Activity

In other Marriott International news, EVP Peggy Roe sold 3,000 shares of the stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $361.56, for a total transaction of $1,084,680.00. Following the transaction, the executive vice president directly owned 19,827 shares in the company, valued at approximately $7,168,650.12. This represents a 13.14% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Insiders own 11.43% of the company’s stock.

Key Stories Impacting Marriott International

Here are the key news stories impacting Marriott International this week:

• Positive Sentiment: Marriott said domestic travel has remained strong since the West Asia conflict, suggesting resilient demand and healthy booking trends for its hotel portfolio. Strong domestic travel since West Asia war: Marriott
• Positive Sentiment: Marriott unveiled 600 Bonvoy experiences for the 2026 FIFA World Cup, which could boost brand engagement and drive additional travel-related spending from loyal customers. Marriott Bonvoy Unveils 600 Experiences for FIFA World Cup 2026 Fans
• Positive Sentiment: Marriott opened its 10,000th property globally in India, a symbolic milestone that highlights the company’s continued expansion and scale across international markets. Marriott International Celebrates 10,000 Properties Globally with the Opening of the JW Marriott Ranthambore Resort & Spa
• Positive Sentiment: Management also highlighted the new JW Marriott Ranthambore opening as a milestone for the brand, reinforcing Marriott’s growth pipeline in India and its luxury positioning. Marriott unveils 10,000th property with opening of JW Marriott in India
• Neutral Sentiment: Analyst coverage remains supportive, with brokerages maintaining a “Moderate Buy” consensus, which is constructive but not a fresh catalyst. Marriott International, Inc. (NASDAQ:MAR) Given Consensus Recommendation of “Moderate Buy” by Brokerages
• Neutral Sentiment: Marriott’s planned luxury wellness brand joining Bonvoy in late 2026 adds to its long-term growth story, but the launch is still months away. Marriott’s new luxury wellness brand will join Bonvoy in late 2026

Marriott International Price Performance

Shares of MAR stock opened at $402.54 on Friday. The business’s 50 day simple moving average is $365.65 and its 200 day simple moving average is $337.03. Marriott International, Inc. has a one year low of $253.55 and a one year high of $403.25. The stock has a market capitalization of $106.15 billion, a PE ratio of 42.24, a PEG ratio of 3.16 and a beta of 1.10.

Marriott International (NASDAQ:MAR) last announced its earnings results on Wednesday, May 6th. The company reported $2.72 EPS for the quarter, beating the consensus estimate of $2.56 by $0.16. The business had revenue of $1.81 billion for the quarter, compared to analysts’ expectations of $6.59 billion. Marriott International had a negative return on equity of 80.97% and a net margin of 9.72%.The firm’s revenue was up 6.2% on a year-over-year basis. During the same period in the prior year, the business posted $2.32 earnings per share. Marriott International has set its FY 2026 guidance at 11.380-11.630 EPS and its Q2 2026 guidance at 2.990-3.060 EPS. As a group, research analysts expect that Marriott International, Inc. will post 11.64 earnings per share for the current year.

Marriott International Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 30th. Shareholders of record on Friday, May 22nd will be issued a dividend of $0.73 per share. This represents a $2.92 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Friday, May 22nd. This is a positive change from Marriott International’s previous quarterly dividend of $0.67. Marriott International’s dividend payout ratio (DPR) is currently 30.64%.

About Marriott International

Marriott International is a global lodging company that develops, manages and franchises a broad portfolio of hotels and related lodging facilities. Its core activities include hotel and resort management, franchise operations, property development and the provision of centralized services such as reservations, marketing and loyalty program management. The company’s brand architecture spans market segments from luxury and premium to select-service and extended-stay, enabling it to serve a wide range of business and leisure travelers as well as corporate and group customers.

The company traces its roots to the hospitality business founded by J.